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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Harris Schild is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Boca Raton, FL. Randy has been in the securities industry since November 2, 1993. Randy has experience in providing financial advice to individuals and businesses, as well as managing portfolios for investment companies. Randy also specializes in pension consulting, educational seminars, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
CA
06/01/2009 - 05/01/2013
MORGAN STANLEY (PALM DESERT CA)
CA
04/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
FL
02/11/2000 - 04/23/2001
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
11/03/1993 - 02/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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